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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

Apr 28, 2022

When you hear the words “life insurance,” what comes to mind? Some people avoid the topic or don’t understand how it works. Let’s lay out seven reasons why you should at least be considering life insurance in your portfolio.

 

What we discuss today: 

3:02 – Income replacement

5:31 – Leveraging life...


Apr 21, 2022

Today we're sharing the most important birthdays in retirement planning. We'll take you through some of the key ages, why they are important and what you should be thinking about as you approach retirement.  

What we discuss today: 

2:25 – Age 50

4:52 – Age 55

8:05 – Age 59.5

10:25 – Age 62

12:55 – Age...


Apr 14, 2022

Every industry has its own jargon, and financial planning is no different. Today, we’re explaining some common financial jargon, what it means, and why it's important to understand. 

 

What we discuss today: 

3:20 – Diversification

7:21 – Inflation

11:50 – Volatility

13:30 – Risk tolerance

16:41 – Stocks and...